Insurance Account Manager - Level 2
Location: Kelowna, BC
Position Status: CLOSED
Salary: $60,000 to $80,000 per year
Our client is currently looking for a Commercial Account Manager to join their team in their Kelowna office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment.
Responsibilities:
You will maintain maximum retention of the existing book of business by providing exceptional client service.
You will be organizing and attending internal renewal strategy meetings.
You will attend external client meetings as required.
You will respond promptly to client emails and telephone calls.
You will prepare all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions).
You will maintain monthly expiry lists including following up on project expiries.
You will monitor abeyances for outstanding information.
You will update spreadsheets such as Statement of Values and Contractors Equipment.
You will write correspondence and send documents to clients (using company templates).
You will be the liaison with marketing on placements, renewals, and midterm policy changes.
You will handle the complete brokering process on small mid-size policies within the book.
You will review leases, contract documents, and provide coverage advice to clients.
You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.
You will complete certificate requests.
You will recommend additional coverage to clients (using coverage checklist).
You will quote and issue premium finance contracts as requested.
You will follow up on accounts receivable.
You will follow corporate policies and procedures.
You will maintain continuing education credits for licensing.
Other miscellaneous duties and special projects as required.
Requirements:
You have a Level 2 Insurance License.
You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
You are a self-starter, who is highly organized with exceptional attention to detail.
You have excellent verbal and written communication skills.
You have Intermediate computer skills including Microsoft Office Suite and Applied Epic.
You have a friendly professional demeanor with a good sense of business acumen.
You have a natural ability to thrive in a team environment and work well with others.
You are driven to success and can represent our brand and your own cohesively and confidentially.
Excellent organizational Skills
Comfortable multi-tasking and prioritizing tasks without guidance
Punctual with strong attendance history
COMPENSATION
The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
Company Benefits program
What We Offer:
Competitive salary and benefits programs.
Professional development training/courses.
A great collaborative work environment.
A newly renovated kitchen
On-site gym
Yoga/meditation room
We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.
To apply, please email resume to kristie@kanrecruitment.com
We thank all applicants for their interest however only those who are being considered will be contacted.
